Our Firm

Our team is a dedicated group of experienced financial professionals who are driven to help you realize your financial potential. We approach every relationship with compassion, authenticity, and transparency. Our thoughtful and creative solutions will become the biggest champion for your long-term financial security and success.

Lena-Jo Hartley

As President of Downeast Private Wealth, Lena-Jo sets the tone for a uniquely candid, creative, and compassionate approach to wealth management services. Working as a licensed Financial Consultant, Lena-Jo has an extensive background in the financial industry and holds a bachelor’s degree in finance from Penn State University.

Lena-Jo invites clients into the process to define a personalized and practical plan to achieve their goals. Serving as the biggest champion for her clients’ financial futures is a role Lena-Jo values, and one which provides her great satisfaction. She currently resides in her hometown community of Lewiston-Auburn, Maine, with husband Darren and children Grant and Sofia.

Lena-Jo holds FINRA Series 6, 7, 24, 63, and 65 securities licenses through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Capital. Downeast Private Wealth and Arkadios Capital are separate entities. She is also licensed in Life and Health Insurance and is the branch office Principal.

Darren Hartley

A licensed Life, Health and LTC Advisor, Darren provides benefit strategies to current and new clients in the areas of Individual Life Insurance, Long Term Care Planning, Long and Short-Term Disability, and Hospital and Accident Indemnity plans. Darren is also a Certified Educator in Personal Finance (CEPF) through the Center for Financial Certifications, a division of The Institute of Financial Literacy. Darren is not affiliated with Arkadios Capital and does not handle securities/advisory client business.

Darren, or “Coach Hartley” as he is commonly known, is currently the Head Football and Baseball Coach at Lewiston High School. He is married to Lena-Jo and they reside in Auburn with their two children, Grant and Sofia.

Kelly Philbrook

Kelly Philbrook serves as the Administrative Assistant at Downeast Private Wealth, where she plays a crucial role as the liaison between clients and financial professionals. Known for her vibrant and enthusiastic presence, Kelly brings a positive energy to the office environment. Her compassionate demeanor and diligent work ethic make her adept at connecting with clients and fostering strong relationships.

An Auburn native and graduate of Edward Little High School, Kelly pursued higher education at Bates College, earning a Bachelor of Arts degree in Psychology. Her ability to empathize and understand people’s concerns, honed through her psychology degree, has translated well into helping clients navigate their questions for the advisors. Kelly possesses a talent for communication and problem-solving, with a knack for understanding people’s needs and providing them with the right guidance.

This adaptability and skill set are highly valued at Downeast Private Wealth. Kelly currently resides in Auburn, where she enjoys spending quality time with her family.

Our Values

Compassion

Authenticity

Transparency

Excellence

Fun

Get a champion for your financial future

Contact us for a free financial consultation. Easy conversation, no obligation.